Grades & Scores

Altman Z‑Score (Premium Plus)

Chartable: Yes

Unit: Ratio

This popular credit-strength measure aims to show how likely a company is to go bankrupt. Risky companies have a score below 1.8. Solid companies have a score of 3.0 or higher. Financial institutions like banks are not scored.

Beneish M‑Score (Premium Plus)

Chartable: Yes

Unit: Number

A statistical model for determining if the company’s earnings have a high probability of accounting manipulation. An M-Score rating over -1.78 suggests possible earnings manipulation. Professor Beneish found that investing in low M-Score stocks and shorting high M-Score stocks would have outperformed the market by about 15% over the 7-year period he studied.

Growth Score (Premium Plus)

Chartable: No

Unit: Number

Our growth score looks at the 5 year history and also the forward estimates for EBITDA, Sales, and EPS growth to rank the best companies across all stocks with adequate data. The best companies score a 100 and the worst score a 0.

Morningstar Financial Health Grade (Premium)

Chartable: No

Unit: Grade

The Financial Health Grade from Morningstar based on Financial Leverage (assets/equity) from the most recent quarter’s balance sheet, cash on the balance sheet, cash flows, and free cash flows and its trend.

Morningstar Growth Grade (Premium)

Chartable: No

Unit: Grade

The Growth Grade from Morningstar based on historical sales growth, year-by-year sales growth over the past 5 years and its growth trend.

Morningstar Profitability Grade (Premium)

Chartable: No

Unit: Grade

The Profitability Grade from Morningstar based on average level of a company’s returns on capital over the past 5 years, its capital return trend and consistency.

Piotroski F Score (Premium Plus)

Chartable: No

Unit: Number

The Piotroski score determines the financial strength of a company based on 9 criteria. Companies with a score of 8 or 9 are considered strong. Scores between 0 and 2 indicates a weak company.

Quality Score (Premium Plus)

Chartable: No

Unit: Number

Our quality score compares profitability and balance sheet metrics to find high quality companies. Our computation includes ROIC, Net Margin, Gross Margin, Interest Coverage, and Debt / Equity ratio values. The best companies score a 100 and the worst score a 0.

Sentiment Score (Premium Plus)

Chartable: No

Unit: Number

Our sentiment score finds stocks that the market favors by comparing Short Interest Ratios, the returns over several periods within the last year, Price vs. 52-wk High, Days Since 52-wk High and MACD signals. The best companies score a 100 and the worst score a 0.

Value Score (Premium Plus)

Chartable: No

Unit: Number

Our value score looks at EV / EBITDA, P/E, EPS Predictability, Price / Tangible Book, and Price / Sales. The Price / Tangible Book and Price / Sales values are compared within a sector whereas the other metrics are compared across all stocks with adequate data. The best companies score a 100 and the worst score a 0.